Author Topic: "Open Case" activity not created when case is first made (Read 911 times)

CiviTeacher.com · December 19, 2011, 01:49:53 pm

I am having trouble getting the "open case" case type to be created when a case is created. The case is created, but no activity. The reason this matters is that cases with zero activities seem to not show up in "Find Cases" no matter the search parameters. civi 4.0.8

This is my configuration file for the case type:

Code: [Select]

<?xml version="1.0" encoding="iso-8859-1" ?>

<CaseType>
  <name>Tourism</name>
  
  <ActivityTypes> 
    <ActivityType>
      <name>Open Case</name>
      <max_instances>1</max_instances>
    </ActivityType>
	<ActivityType>
      <name>WSIB intake</name>
    </ActivityType>
	<ActivityType>
      <name>ODSP intake</name>
    </ActivityType>
	<ActivityType>
      <name>OW intake</name>
    </ActivityType>
	<ActivityType>
      <name>Change Case Type</name>
    </ActivityType>
    <ActivityType>
      <name>Change Case Status</name>
    </ActivityType>
    <ActivityType>
      <name>Change Case Start Date</name>
    </ActivityType>
	<ActivityType>
      <name>Follow up</name>
    </ActivityType>
	<ActivityType>
      <name>Phone Call</name>
    </ActivityType>
	<ActivityType>
      <name>Email</name>
    </ActivityType>
	<ActivityType>
      <name>Meeting</name>
    </ActivityType>
  </ActivityTypes> 

  <CaseRoles>
    <RelationshipType>
        <name>Internal CM</name>
    </RelationshipType>
    <RelationshipType>
        <name>External CM</name>
    </RelationshipType>
  </CaseRoles>
  
</CaseType>

Here is my Settings.xml file:

Code: [Select]

<?xml version="1.0" encoding="UTF-8"?>
<Settings>
	<!-- List the group whose members should appear as contacts on all Manage Case screens.
		 Only one group name is supported for now.
		 It needs to match the name column in the civicrm_group table (not the title), so avoid using space characters. -->
	<group name="Resources" />
	<!-- Set this to 1 if you want case activity emails to be redacted -->
        <RedactActivityEmail>0</RedactActivityEmail> 
	<!-- Set this to 1 if you want to allow multiple clients to be associated with a single case -->
	<AllowMultipleCaseClients>0</AllowMultipleCaseClients>
	<!-- Set this to 1 if you want to have activity types on Manage Case
	screen sorted in XML file order, default is alphabetical -->
	<NaturalActivityTypeSort>0</NaturalActivityTypeSort>	
	<!-- Add activity types which should NOT be editable here with editable = 0 -->
	<ActivityTypes>
		<ActivityType>
        	<name>Change Case Status</name>
		 	<editable>0</editable>
        </ActivityType>
		<ActivityType>
        	<name>Change Case Start Date</name>
		 	<editable>0</editable>
        </ActivityType>
	</ActivityTypes>
</Settings>

CiviTeacher.com · December 19, 2011, 01:55:47 pm

I found the solution, here it is for all.

An <ActivitySet> must exist in the .xml configuration file for the Case type, at a bare minimum that has Open Case as an activity type. This is what I put in my case .xml file.

Code: [Select]

  <ActivitySets>
    <ActivitySet>
      <name>standard_timeline</name>
      <label>Standard Timeline</label>
      <timeline>true</timeline>
      <ActivityTypes>
        <ActivityType>
          <name>Open Case</name>
          <status>Completed</status>
        </ActivityType>
      </ActivityTypes>
    </ActivitySet>
  </ActivitySets>

I have updated the documentation.

CiviCRM Community Forums (archive)

News:

Author Topic: "Open Case" activity not created when case is first made (Read 911 times)

CiviTeacher.com

"Open Case" activity not created when case is first made

CiviTeacher.com

Re: "Open Case" activity not created when case is first made